Concept: Purchase Item Request Types
Using worksheet templates, you can create separate Purchase Item Request Types to:
- Update existing purchase items.
- Create new purchase items.
Mass Maintain Purchase Items
Mass Maintain Purchase Items | Considerations |
|---|---|
Use Case | Your procurement department can initiate updates for existing items, sending the
changes through an approval process. |
Who can use the Mass Maintain Purchase Items
task? | Item administrators can use the task to maintain purchase item information for the
procurement department. |
How do I create this workflow? | Create a Purchase Item Request Type with either or both of these options:
|
How do users mass update purchase items? | Item administrators can begin maintaining purchase item information directly on
Worksheets. Access the Mass Maintain Purchase
Items task to use worksheet templates for a request type
and mass edit purchase items. |
Request New Purchase Items
Request New Purchase Items | Considerations |
|---|---|
Use Case | Departments across your business can request for new purchase items. Then, you can
route the request through the procurement approval chain for enrichment
and approval of information. |
Who can use the Request New Purchase Items
task? | Self-service workers can use the task to request for the addition of new purchase
items in Workday. This helps you to meet departmental needs across your
business. |
How do I create this workflow? | Create a Purchase Item Request Type with the Request New Purchase
Items option. |
How do users create requests for new purchase items? | Users access the Request New Purchase Items task and enter
item information in a grid. Then, item administrators can enrich the
item information using Worksheets before processing any
updates. |